Odaily reported that famous trader Ansem asked on X to data service providers including Blockworks: "Has anyone counted how many liquid funds there are in the crypto space and what their total AUM is?"
Blockworks co-founder Jason Yanowitz replied: "I guess there are about 800 globally. My list has 470 (there were 1,500 in early 2022), but there might be another 40%-50% of funds that haven't disclosed information. Currently, about 250 are active, but most have very small AUM, like small funds run by two founders with maybe only $10 million in AUM... Most of the AUM is actually concentrated in a few funds."
PPP 예측 시장 도구 모니터링에 따르면, Polymarket의 "미국 정부가 2026년에 오픈소스 인공지능 모델을 금지할 것인가?" 예측 이벤트에서 'Yes' 확률이 16%로 잠정 집계되었습니다.
정산 규정에 따르면, 미국 연방 정부가 2026년 12월 31일 이전에 법률, 행정 명령, 수출 통제 또는 기타 공식 정책 조치를 통해 미국 대중이 특정 오픈소스 AI 모델에 접근하거나 사용하는 것을 제한할 경우, 해당 시장 결과는 '예'로 판정됩니다. 그렇지 않으면 결과는 '아니오'로 판정됩니다. 해당 조건에 부합하는 오픈소스 AI 모델은 모델 가중치와 소스 코드를 공개적으로 다운로드할 수 있고, 사용자가 자체 제어하는 하드웨어에서 실행할 수 있는 범용 대규모 언어 모델 또는 멀티모달 기반 모델(예: Meta Llama, Mistral, DeepSeek, Qwen 등)을 의미합니다.
최근 Moonshot AI가 출시한 오픈소스 Kimi K3 모델은 이것이 폐쇄형 AI에 충격을 줄지에 대한 시장의 관심을 불러일으켰습니다. OpenAI의 전략 책임자 Dean W. Ball은 X 플랫폼에서 미국 정부가 오픈소스 모델의 미국 내 유입을 막기 위해 부드러운 법적 수단을 사용할 수 있다고 밝힌 반면, 미국 대통령 과학기술 자문 위원회 의장 David Sacks는 규제 불확실성을 이용하여 오픈소스 경쟁을 억압하는 것은 '용납할 수 없다'고 생각합니다.
PPP 신호 전송 커뮤니티에 가입하여 한 발 앞서 기회를 잡으세요.
Odaily Planet Daily News: Zhu Su posted on platform X, stating that oil might be the best reference point for drawing an analogy with AI. There are many different types of oil, but they all tend towards commodification in the end. The industry requires large-scale, nationally-backed capital investment. The benefits it brings will widely benefit all of humanity, while also requiring the management of its environmental side effects.
According to OKX market data, PUMP rose over 21% in a day, hitting a high of $0.002072 and is now at $0.001997.
Previously, Ansem posted on platform X, stating that he had bought PUMP tokens near $0.001675.
Odaily Planet Daily News Hedge funds' short positions on the New Zealand dollar have reached a record high, as they believe the recent rebound in global oil prices may exacerbate domestic economic pressures in New Zealand. Data from the Commodity Futures Trading Commission (CFTC) shows that in the week ending July 14, leveraged funds' net short positions on the New Zealand dollar increased by 1,907 contracts to 29,582 contracts, the highest since 2006. This bearish stance contrasts with the recent rebound in the New Zealand dollar, which has been primarily driven by the hawkish policies of the Reserve Bank of New Zealand.
Furthermore, investors' concerns about New Zealand's energy-import-dependent economy are also reflected in these short bets, as escalating tensions between the United States and Iran have pushed crude oil prices back above $90 per barrel. An oil price shock could further worsen the country's trade balance, which narrowly avoided a trade deficit last month, while domestic consumer spending has declined. (Jinshi)
Odaily Planet Daily News: NFT project Pudgy Penguins announced that Pengu has officially debuted in the retail market and is now available at all Target stores across the United States. Following the launch of Pudgy Penguins' first TCG card game at Target last month, the Pengu plush toy has now entered the toy section of all Target stores nationwide. Previously, Pudgy Penguins also announced an expansion of its physical retail footprint, with its trading card game, Vibes Series 3, now available at all Target omnichannel stores.
Odaily Planet Daily News Coinbase CEO Brian Armstrong responded on the X platform to Chamath Palihapitiya's views on changes in the Bitcoin market. Armstrong stated that of the two issues Chamath mentioned, the shift of marginal liquidity towards prediction markets and stock markets for speculation may be temporary, while the trend of Bitcoin mining energy pivoting towards AI computing demand could have a more long-term impact.
Armstrong also pointed out that the computing power or energy input of Bitcoin mining does not determine the price of Bitcoin (if miners exit, the network difficulty automatically adjusts to maintain the same block production rate). In the long run, Bitcoin's price primarily reflects concerns about inflation, and currently, there seems to be no end in sight for the persistent fiscal deficits of governments around the world.
According to Gate data, spot silver stands at $57/oz, up 1.95% intraday.
Odaily星球日報訊 據 HyperInsight 監測,智譜 ZHIPU 於港股開盤前下跌,約 1 小時內最低跌至 120.7 美元,跌幅約 17%,港股盤中跌幅延續。消息面上,智譜於 7 月 13 日完成 1978 萬股新 H 股配售;7 月 17 日,月之暗面發布 2.8 萬億參數開源模型 Kimi K3,智譜港股當日下跌 28.49%。發稿前暫未見今日新增公司級突發利空。
智譜最大多頭某巨鯨當前以 10 倍逐倉做多 7300 份,倉位價值約 90.5 萬美元,建倉均價 174.2 美元,清算價約 78.3 美元,浮虧約 36.7 萬美元,按報酬率計算約虧損 288.2%,相當於其開倉斥資 12.7 萬美元的 2.88 倍。該巨鯨此前於 7 月 6 日傍晚首次在 198.45 美元附近開多,至今未賣出;今日 10 時 12 分,其仍在 129.6 美元補倉 409.1 份。


